Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
2751 | WATERLOO CAPITAL LP | 02-13-2024 | 12-31-2023 | 371 | 617,835,858 |
2752 | SYM FINANCIAL CORP | 02-06-2024 | 12-31-2023 | 178 | 617,709,202 |
2753 | CANANDAIGUA NATIONAL BANK & TRUST CO | 09-30-2023 | 09-30-2023 | 256 | 617,446,353 |
2754 | ST JAMES INVESTMENT COMPANY LLC | 01-30-2024 | 12-31-2023 | 26 | 616,714,233 |
2755 | INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |